Financial Advisor

Talentify; Columbus (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

Centra Credit Union in Columbus, IN, is seeking a Financial Advisor to educate and counsel members and non-members on investments and insurance products.

The role drives client experience and asset growth, leveraging ongoing training and compliance with industry regulations. Bachelor’s degree and Series 7/66 licenses, plus Life/Health Insurance and LTC certifications, are required or preferred. This is a full-time on-site opportunity in Columbus.

Qualifications

• Bachelor's Degree in a related field.
• 1–3 years of related experience.
• Licenses and Certifications: Series 7, Series 66, Life and Health Insurance License, Long Term Care Certification.

Responsibilities

• Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic marketing campaigns to develop or maintain a financial plan that is in the client's best interest.
• Cultivates relationships with Centra Team Members, Members and the communities we serve.
• Delivers training and development to Centra Team Members to generate qualified referrals for investment and insurance sales.
• Maintains knowledge for compliance with all rules and regulations in financial and insurance industries.

Skills

Sales skills

Financial planning

Education

Bachelor's Degree

Job description

Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you.

Centra has an opportunity for a Financial Advisor at our Washington Street location in Columbus, Indiana. The Financial Advisor is responsible for selling, educating, and counseling of investment and insurance products and services to Centra Credit Union Members and non-Members. This position can be located within the Centra Credit Union footprint from Southern Indiana to Centra Indiana. This position contributes to a positive client experience, gross dealer concession, an increase in assets under management and new clients being served.

At Centra, we approach compensation with care and integrity, ensuring our pay practices reflect local markets while honoring our commitment to our Team Members. Compensation is just one part of our total rewards approach. Eligible positions also offer a comprehensive benefits package designed to support you and your family.

Spanish/English interpreters may be eligible for an interpreting differential.

ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

• Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic marketing campaigns. Talks to prospective clients and conducts client reviews to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop or maintain a financial plan that is in their best interest.
• Cultivates strong working relationships with Centra Team Members, Members and in the Communities we serve.
• Delivers training and development to Centra Team Members to generate qualified referrals that lead to investment and insurance sales.
• Maintains knowledge for compliance with all rules and regulations in the financial and insurance industries.

EDUCATION & EXPERIENCE: (Equivalent combination of Education & Experience will be considered).

• Bachelor's Degree in Related Field
• A minimum of one year up to three years of similar or related experience, including preparatory experience.

LICENSES & CERTIFICATIONS:

• Series 7 Securities License
• Series 66 Securities License
• Long Term Care Certification
• Life and Health Insurance License

Centra is an Equal Opportunity Employer

Qualifications

Education

Required

Bachelors

Equivalent combination education & experience

1-3 years related experience

Licenses & Certifications

Required

Life & Health Insurance

Long Term Care Cert

Series 66 License

Series 7 License

Preferred

Cert Financial Planner

Driver's License

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.